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Project (Portfolio) Demand

This article explores the Project (Portfolio) Demand page in the Projects area in ResourceFirst, including viewing project demand, performing what-if analysis to determine if shifting projects forward or backward would ease demand conflicts, and more.

Exploring the Demand Page

Summary

The Demand pages in the Projects and PMO areas summarize four different value types to projects by period. They show supply versus demand color analysis and provide What-If, grouping/rollup, and allocation Optimization features. The only difference between the pages is the What-If behavior.

What-If on the Projects > Demand page shows the allocation possible for every one period shift earlier and later of the demand on the selected project.

What-If Priority on the PMO > Demand page shows the allocation possible if the priority of the selected project is changed to all values that would put it above all higher priority projects AND the impact on all other projects in the portfolio.

 [Note: The fields (columns) shown on this page are defined by an administrator in the Views > Projects page in the Administration area. The single view available for this page is titled Project Demand Analysis.]

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1 Value Types

Use the value type drop down to select which of the following value types to display in the period grid:

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2 Optimization

“Optimization” in ResourceFirst refers to the calculation method used to show resource supply-demand analysis colors.

It is important to understand that no data is changed with any of the optimization options; instead the allocation shortfall warning colors (defined as an allocation percent of demand) are displayed differently based on the optimization settings.

The optimization drop down controls the calculation method. It provides two choices:

Allocate Committed First         

Use Availability for Skill Assignments      

If Allocate Committed First is on (checked), all assignments with a committed state in the Effort State field are allocated in project priority order before all other assignments without that state.

If Allocate Committed First is off (unchecked), the Effort State field is ignored in the allocation calculation method.

If Use Availability for Skill Assignments is on (checked), skill assignments get allocation in priority order from any remaining capacity of resources with the required skill who are in the assignment resource organization. This addresses the question, “What if all available resources with the proper skills in the required organization were used to fill these skill needs?”  Note that this option is meant to optimize skill assignments. It does not optimize resource assignments with shortfall.

If Use Availability for Skill Assignments is off (unchecked), all demand on skill assignments is considered shortfall, and allocation % of demand is zero.

(See the Effort Forecasting article for a full description of the PDWare resource allocation and optimization method.)

 

3 What If (Projects > Demand)

The What If feature answers the following question.

“What percent of the required demand for this project is available (given its priority and all other demand) as the demand is shifted one period at a time before and after the current demand range?”

Steps:

Choose the optimization method you want to use, if any (see section above).

Select a cell in the row of a project with shortfall (color highlighting on period demand data).

Click the What If button.

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In the case of Hawaii with the date range shown, demand can be shifted 1 period to the left (earlier) and 6 periods to the right (later). The result will be 8 rows, with shift amounts going from -1 to + 6 (including 0)

The result appears in the bottom panel of the page. Each row shows the result of a 1 period shift in demand.

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The number and direction of shift is shown in the Shift column at the far left.

In the screen shot example, a delay of 4 periods gets to 75% allocation and a delay of 6 periods gets to 84% from an initial allocation of 68%.

Note: This “what if” feature only shows the impact of the move on the selected project. It does NOT show the impact on lower priority projects or on higher priority projects if Allocate Committed First is checked.

Note: If Allocate Committed First is checked, a committed resource assignment on a low priority project can get allocation before an uncommitted assignment of that resource on a high priority project.

What If (Priority)

In addition to the above "What If" feature that allows your to speculate on the demand fulfillment impact if the project were shifted forward or backward, ResourceFirst offers a What if (Priority) feature that speculates what the demand fulfillment impact if the priority of the project was changed. This feature is available in the PMO Area on the Demand page. For more on using What If (Priority), see the PMO Demand Analysis article.

Group By Field Values

Click the drop down arrow in the title cell of any field, except Project Name, to group the display by the values in that field.

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Each value in the Group By field has 2 rows, a title row with {field name}: value and a Total row with rollup of period data, plus a row for each project with that field value.

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To collapse all groups, hover in the title row of one of the groups and CTL-click. This collapses all EXCEPT the one you clicked on. Left click in the title row you clicked on to collapse the last group. Click the value types drop down to change displayed data.

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